← Directory
COLUMBIA RIVER ADVISORS
Legal name: COLUMBIA RIVER ADVISORS, LLC
CRD 154571File 801-71970
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$191.1M
Bottom 25% of cohort (national)
Discretionary AUM
$187.7M
Non-discretionary $3.5M
Clients
233
575 accounts
Employees
6
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 24, 2010
- Principal office
- 1927 DOCK STREET, TACOMA, WA, 98402
- Phone
- (253) 589-1401
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $191.1M
- Discretionary AUM
- $187.7M
- Non-discretionary AUM
- $3.5M
- Discretionary accounts
- 565
- Non-discretionary accounts
- 10
- Total accounts
- 575
- AUM per client
- $820K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $100.3M |
| Pooled investment vehicles | 2 | $325K |
| Individuals (other than high net worth individuals) | 203 | $90.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.